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Utz Brands

72 hedge funds and large institutions have $448M invested in Utz Brands in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

44% more funds holding

Funds holding: 5072 (+22)

42% more capital invested

Capital invested by funds: $316M → $448M (+$132M)

4.13% more ownership

Funds ownership: 70.31%74.44% (+4.1%)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
72
Holders Change
+22
Holders Change %
+44%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
46
Increased
6
Reduced
16
Closed
24
Calls
$1.48M
Puts
Net Calls
+$1.48M
Net Calls Change
+$745K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$58.9M +$49.8M +4,300,000 New
Morgan Stanley
2
Morgan Stanley
New York
$47.6M +$40.3M +3,477,199 New
SCA
3
Southpoint Capital Advisors
New York
$37.7M +$31.9M +2,750,000 New
Neuberger Berman Group
4
Neuberger Berman Group
New York
$26.9M +$22.7M +1,961,348 New
Goldman Sachs
5
Goldman Sachs
New York
$25.3M +$21.4M +1,849,230 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.4M -$15.4M -1,329,374 -43%
Millennium Management
7
Millennium Management
New York
$22.1M +$139K +11,978 +0.7%
ClearBridge Investments
8
ClearBridge Investments
New York
$19.3M +$16.3M +1,409,817 New
Lazard Asset Management
9
Lazard Asset Management
New York
$17.5M +$14.8M +1,277,873 New
HI
10
HBK Investments
Texas
$16.4M +$13.9M +1,198,900 New
KC
11
Kepos Capital
New York
$12.9M +$7.99M +690,000 +276%
DKCM
12
Davidson Kempner Capital Management
New York
$12.3M -$1.16M -99,748 -10%
GL
13
Governors Lane
New York
$12.3M -$12.7M -1,100,000 -55%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$12M +$4.33M +373,922 +75%
MF
15
Magnetar Financial
Illinois
$11.1M -$7.99M -689,654 -46%
Wells Fargo
16
Wells Fargo
California
$11.1M +$9.4M +811,309 New
UOC
17
UBS O'Connor
Illinois
$9.76M -$8.73M -753,200 -51%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$8.49M +$7.18M +619,543 New
HIM
19
HGC Investment Management
Ontario, Canada
$5.54M -$36.2M -3,124,546 -89%
BCM
20
BlueCrest Capital Management
Jersey
$5.19M +$3.23M +278,609 +279%
LA
21
Linden Advisors
New York
$4.11M
WAM
22
Wolverine Asset Management
Illinois
$4.09M -$2.62M -225,747 -43%
Holocene Advisors
23
Holocene Advisors
New York
$3.42M +$2.9M +250,000 New
WCMNY
24
Westchester Capital Management (New York)
New York
$3.15M -$1.16M -100,000 -30%
CGC
25
Continental Grain Company
New York
$3.05M +$2.58M +222,452 New